Past performance is no guarantee of future results. Please consult your tax advisor for further information.

Fees and Charges
%

Fees

Expense Ratio

Class A

Gross

1.23

Net

0.95

Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least August 31, 2015.

Sales Charge

Maximum Sales Charges

5.75%

Class A shares ("A") results include the maximum sales charge.

Price History

NAV at Close of Trading

As of
03/02/15

Net Asset Value (NAV):

$
12.18

Change
$
(since 02/27/15)
:

0.02

Change
%
:

0.16

Historical NAV Lookup

Enter date for which you wish to obtain a Historical NAV for this fund

Historical NAV may not be available for all dates.

Historical NAV Table

NAV at close
of trading on
:

Net Asset Value (NAV):

3/2/15

$
12.18

3/1/15

$
12.16

2/28/15

$
12.16

2/27/15

$
12.16

2/26/15

$
12.17

2/25/15

$
12.17

2/24/15

$
12.15

2/23/15

$
12.12

2/22/15

$
12.13

2/21/15

$
12.13

2/20/15

$
12.13

2/19/15

$
12.08

2/18/15

$
12.08

2/17/15

$
12.05

2/16/15

$
12.05

2/15/15

$
12.05

2/14/15

$
12.05

2/13/15

$
12.05

2/12/15

$
12.00

2/11/15

$
11.92

2/10/15

$
11.93

2/9/15

$
11.89

2/8/15

$
11.92

2/7/15

$
11.92

2/6/15

$
11.92

2/5/15

$
11.97

2/4/15

$
11.90

2/3/15

$
11.93

2/2/15

$
11.83

2/1/15

$
11.76

1/31/15

$
11.76

1/30/15

$
11.76

1/29/15

$
11.82

1/28/15

$
11.77

1/27/15

$
11.85

1/26/15

$
11.89

1/25/15

$
11.85

1/24/15

$
11.85

1/23/15

$
11.85

1/22/15

$
11.85

1/21/15

$
11.78

1/20/15

$
11.75

1/19/15

$
11.75

1/18/15

$
11.75

1/17/15

$
11.75

1/16/15

$
11.75

1/15/15

$
11.68

1/14/15

$
11.71

1/13/15

$
11.73

1/12/15

$
11.73

1/11/15

$
11.77

1/10/15

$
11.77

1/9/15

$
11.77

1/8/15

$
11.81

1/7/15

$
11.70

1/6/15

$
11.62

1/5/15

$
11.69

1/4/15

$
11.81

1/3/15

$
11.81

1/2/15

$
11.81

1/1/15

$
11.82

12/31/14

$
11.82

12/30/14

$
11.88

12/29/14

$
11.92

12/28/14

$
12.18

12/27/14

$
12.18

12/26/14

$
12.18

12/25/14

$
12.16

12/24/14

$
12.16

12/23/14

$
12.16

12/22/14

$
12.17

12/21/14

$
12.13

12/20/14

$
12.13

12/19/14

$
12.13

12/18/14

$
12.10

12/17/14

$
11.94

12/16/14

$
11.83

12/15/14

$
11.86

12/14/14

$
11.93

12/13/14

$
11.93

12/12/14

$
11.93

12/11/14

$
12.04

12/10/14

$
12.03

12/9/14

$
12.14

12/8/14

$
12.12

12/7/14

$
12.19

12/6/14

$
12.19

12/5/14

$
12.19

12/4/14

$
12.19

12/3/14

$
12.20

12/2/14

$
12.17

12/1/14

$
12.17

11/30/14

$
12.23

11/29/14

$
12.23

11/28/14

$
12.23

11/27/14

$
12.27

11/26/14

$
12.27

11/25/14

$
12.26

11/24/14

$
12.25

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.